Client Service Manager – Associate - Latin America

As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with senior members to ensure client satisfaction with JPM, by supporting governance processes and global initiatives.

Job responsibilities:

• Support the senior team to build relationships with client base and to ensure client ongoing satisfaction with JPM.

• Provide guidance to junior team members.

• Own timely inquiry responses across all products and manage escalations.

• Support governance processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.

• Fully utilize proprietary CRM tools to capture relationship feedback, help generate call reports, and track actions to closure.

• Prepare for periodic client relationship reviews.

• Ensure accurate billing and timely payments.

• Prioritize and help bring global initiatives and ad-hoc projects to closure.

• Coordinate client training on proprietary JPM technology.

• Ensure compliance with company policies and procedures.

Required qualifications, capabilities, and skills:

• Bachelor’s degree.

• Minimum three years of experience working at a financial services organization focused on servicing institutional clients.

• Fluent in English and Spanish both written and verbal is required.

• Knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services or the ability to quickly learn.

• Team player and ability to collaborate and share ideas.

• Client satisfaction driven with client facing skills.

• Strong presentation and communication skills.

• Strong follow-up skills and ability to drive items to closure.

• Ability to prioritize, multi-task, and work well with minimal supervision.

Preferred qualification, skills, and capabilities:

• Works well in evolving environment.

• Drive for continuous improvement.

• Portuguese is a plus.